-6.0%
GAP vs IONS
-59.8%
+53.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -9.1% | +7.9% | -0.5% |
| 7D | -0.1% | -30.3% | +30.2% | +2.4% |
| 30D | -5.4% | -37.7% | +32.3% | -1.7% |
| 3M | +2.9% | -50.5% | +53.4% | +8.5% |
| 6M | -4.4% | -62.8% | +58.3% | +0.4% |
| YTD | -11.6% | -64.4% | +52.8% | -6.0% |
| 1Y | -6.0% | -59.5% | +53.4% | -7.8% |
| All | -6.0% | -59.8% | +53.7% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling